3D DRAM and 3D NAND to Dominate Memory Market Amid AI and Data Center Boom
A new market report forecasts a massive shift in the global memory and storage landscape, with 3D DRAM and 3D NAND technologies poised to dominate due to rapid advances in packaging and surging demand from AI workloads and data center infrastructure.
Memory Tech Enters a 3D Era
The global memory and storage industry is undergoing a seismic transition. According to a recent market intelligence report, 3D-stacked DRAM and NAND technologies are set to lead the sector over the next decade, driven by advanced semiconductor packaging methods and an explosive rise in AI-powered applications.
These 3D memory solutions — where memory layers are vertically stacked to increase density and performance — are rapidly replacing traditional planar (2D) formats. Their ability to support high-bandwidth, low-latency computing makes them especially critical for next-gen workloads, from large language models (LLMs) to real-time video processing.
Key Drivers: AI, HPC, and the Cloud
The report points to three major growth vectors:
- AI and Machine Learning: Training and inferencing models like GPT and Gemini demand faster access to massive datasets, pushing demand for high-capacity, low-latency memory.
- Hyperscale Data Centers: Operators such as Google, Amazon, and Microsoft are upgrading infrastructure to 3D NAND-based SSDs and HBM-integrated DRAM modules to support scalable AI workloads.
- Advanced Packaging: Techniques like chiplet integration, TSMC’s CoWoS, and Samsung’s HBM3E have enabled denser, thermally efficient 3D stacking, which is now commercially viable at scale.
Also Read: Nvidia’s Sovereign AI Pitch Gains Momentum Among EU Leaders
Outlook Through 2030 and Beyond
Industry players like SK Hynix, Samsung, Micron, and Intel are investing heavily in 3D DRAM R&D. The report estimates that 3D DRAM and NAND will make up over 65% of total memory shipments by 2030, with AI demand compounding yearly.
With memory performance now as critical as compute power, 3D innovations are no longer optional — they’re becoming the cornerstone of digital transformation.
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